Karpas Strategies’s Berkshire Hathaway Class A BRK.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$4.29M	Hold	7	–	–	1.34%	20
2024 Q1	$4.44M	Hold	7	–	–	1.38%	20
2023 Q4	$3.8M	Hold	7	–	–	1.26%	22
2023 Q3	$3.72M	Hold	7	–	–	1.37%	22
2023 Q2	$3.62M	Hold	7	–	–	1.22%	25
2023 Q1	$3.26M	Hold	7	–	–	1.15%	24
2022 Q4	$3.28M	Hold	7	–	–	1.15%	25
2022 Q3	$2.85M	Hold	7	–	–	1.08%	24
2022 Q2	$2.86M	Hold	7	–	–	1%	28
2022 Q1	$3.7M	Hold	7	–	–	1.17%	22
2021 Q4	$3.16M	Buy	7 +1	+17%	+$451K	1.01%	28
2021 Q3	$2.61M	Hold	6	–	–	0.86%	30
2021 Q2	$2.51M	Hold	6	–	–	0.89%	29
2021 Q1	$2.31M	Buy	6 +1	+20%	+$386K	0.88%	30
2020 Q4	$1.74M	Hold	5	–	–	0.68%	37
2020 Q3	$1.6M	Hold	5	–	–	0.74%	35
2020 Q2	$1.34M	Hold	5	–	–	0.64%	37
2020 Q1	$1.36M	Buy	5 +1	+25%	+$272K	0.74%	36
2019 Q4	$1.36M	Hold	4	–	–	0.51%	41
2019 Q3	$1.25M	Hold	4	–	–	0.5%	43
2019 Q2	$1.27M	Hold	4	–	–	0.53%	42
2019 Q1	$1.21M	Hold	4	–	–	0.51%	43
2018 Q4	$1.22M	Hold	4	–	–	0.57%	43
2018 Q3	$1.28M	Hold	4	–	–	0.53%	44
2018 Q2	$1.13M	Hold	4	–	–	0.49%	47
2018 Q1	$1.2M	Hold	4	–	–	0.52%	47
2017 Q4	$1.19M	Hold	4	–	–	0.51%	46
2017 Q3	$1.1M	Hold	4	–	–	0.48%	49
2017 Q2	$1.02M	Hold	4	–	–	0.46%	51
2017 Q1	$999K	Hold	4	–	–	0.46%	49
2016 Q4	$976K	Hold	4	–	–	0.46%	50
2016 Q3	$865K	Hold	4	–	–	0.42%	52
2016 Q2	$868K	Hold	4	–	–	0.43%	51
2016 Q1	$854K	Hold	4	–	–	0.44%	51
2015 Q4	$791K	Hold	4	–	–	0.42%	54
2015 Q3	$781K	Hold	4	–	–	0.43%	54
2015 Q2	$819K	Hold	4	–	–	0.41%	53
2015 Q1	$870K	Hold	4	–	–	0.42%	52
2014 Q4	$904K	Hold	4	–	–	0.43%	51
2014 Q3	$828K	Hold	4	–	–	0.41%	53
2014 Q2	$760K	Hold	4	–	–	0.38%	59
2014 Q1	$749K	Hold	4	–	–	0.4%	58
2013 Q4	$712K	Hold	4	–	–	0.39%	57
2013 Q3	$682K	Hold	4	–	–	0.4%	56
2013 Q2	$674K	Buy	+4	New	+$674K	0.41%	55